The Client-centred Blog

Welcome to The Client Centred Blog; Free content that shares a fresh approach to thriving as a financial professional in a rapidly changing environment.

This blog has its foundation in a new understanding of the human mind that gives you the ultimate platform for creating better results, thriving under any circumstances and living the life you want.     

I invite you to explore the materials, reflect upon how it relates to you and your business and enjoy the benefits.

Do you ever get in your own way? Here is how to stop

What is it that gets in the way of accomplishing your most desired goals and objectives? Of course, there are often external obstacles to navigate, maybe things that you did not anticipate, tasks you do not yet possess the level of skill for, or creating the time required. But these are rarely what really stop…

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The timeless wisdom of Charlie Munger

Charlie Munger (now 97 years young) is a billionaire businessman, vice chairman of Berkshire Hathaway and business partner of Warren Buffett, one of the greatest investors of all time. There is a short video clip of Charlie being interviewed on CNBC and he shares some valuable insights. He is asked about the secret to a…

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How to have bigger impact with clients

How much impact am I having? This is a great question to reflect upon when it comes to your client relationships. Whether you have just met someone new or have been working with someone for a decade or longer the amount of impact we are having in that person’s life seems really important to me….

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Who are the advisers of the future?

Going back to when I became a self-employed financial adviser in 1991 it was a sales role. I had my one week of training and then was expected to go out and make money immediately. This is why the attrition rate was so appallingly low. Oh, how things have changed! With increased regulation and professional…

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10 books to nourish your spirit

How do you get the best from yourself without burning out?
Organisations are beginning to realise that to get the best from their people a far more rounded approach is required. This is evidenced through articles such as ‘The Making of a corporate athlete’ in ‘The Harvard Business Review’ and ‘Increasing the meaning quotient of work’ by McKinsey.

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Getting the impossible things done

Do you want to get things done? By this I do not mean your day-to-day routine work. I mean projects that are significant accomplishments in your life. What is on your ‘impossible’ list? *Writing the book you have always wanted to write? *Completely re-engineering your business? *Learning a new skill or ability? *Creating financial security?…

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Why vulnerability is the key to exceptional client relationships

What is the one thing that stops advisers engaging their clients in deeper, emotionally engaging conversations?
It is vulnerability or rather the fear of being vulnerable.
If we take a conversation into unchartered territory, we are afraid of what we might find. We are afraid that we may not be able to handle the responses we might get.
And so we stick to what we know and in doing so we by-pass the opportunity for real connection.

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Labels are for jars, not people

Have you ever been told you are not listening? I have. It did not feel good and I thoroughly deserved it. I was new to coaching and was very enthusiastic about sharing my knowledge with my client. So enthusiastic that I thought what I had to say was more important than what he had to…

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How do you measure your success when life is completely unpredictable?

If there was one thing we learned in 2020 is that life is unpredictable. None of us really know what is going to happen in the next hour, day, week, or month, do we? We can make plans, set goals, have expectations and yet just as we have all recently experienced, we have little control…

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Do you love what you do?

Going back a while I was invited to speak at an event for advisers at The Etihad stadium in Manchester. I spoke about creating better client engagement through being curious about what it is that clients want from life rather than just focusing on products and investments. After my presentation had finished there was a…

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